About Us
At Rathi Wealth, we are committed to provide exceptional financial services, personalized wealth coaching, and innovative financial products that empower our clients to achieve their dreams.
With our wealth of experience, unwavering expertise, and extensive knowledge, we are dedicated to cater our clients with highest ethical standards, ensuring that every decision we make is in our client’s best interests.
Together, we will transform your financial aspirations into a vibrant and prosperous reality.
Join us in your journey towards financial success, and let us guide you to a brighter and more secure tomorrow.
Featured In:
Our Vision
” At Rathi Wealth, we envision empowering dreams and nurturing prosperity through exceptional financial services, personalized coaching, and ethical guidance. Let’s realize your financial aspirations together. “
Our Mission
” At Rathi Wealth, our mission is to help clients achieve financial freedom. “
Our Happy Figures
Lead by Experience, Trust and Collaborative Efforts
25+
Years of Experience
in the Industry
150+
Happy Families
150Cr +
Asset Under Management (AUM)
Why Us?
Our Code of Conduct and Ethical Standards
Regulatory Compliance and Ethical Standards
Rathi Wealth adheres to the highest ethical standards and complies with all financial regulations in India. You can trust that your financial well-being is our top priority, and we always act in your best interests.
Experience and Expertise
With a proven track record of 25+ years in the world of Wealth Coaching, our dedicated team brings a wealth of knowledge and expertise to the table. We have successfully guided countless clients on their journey to financial prosperity, helping them achieve their long-term goals.
Customised Solution
Your financial goals are as unique as you are. That’s why we never take a one-size-fits-all approach. We take the time to understand your specific aspirations, risk tolerance, and financial situation. We then create a personalized plan designed to help you build and protect your wealth effectively.
Innovative tools and Technology
We leverage cutting-edge financial technology to provide you with real-time data, analysis, and interactive tools to keep you informed and engaged in your financial journey.
Comprehensive Wealth Coaching
At Rathi Wealth, we offer a holistic approach to Wealth Coaching. Our services encompass financial planning, investment strategies, tax optimization, estate planning, risk management, and more. We cover every aspect of your financial well-being to create a tailored and cohesive plan that aligns with your unique objectives.
Proven Results
Our results speak for themselves. We have helped numerous clients attain their financial goals, from early retirement to funding their children’s education to securing their legacy.
Dedicated Support
We provide ongoing support, not only during market highs but also during challenging times. We are here to help you stay on course and adjust your plan as your life circumstances evolve.
Regulatory Compliance and Ethical Standards
Experience and Expertise
Customised Solution
Innovative Tools And Technology
Comprehensive Wealth Management
Proven Result
Dedicated Support
Our Team
Umesh Rathi
Wealth Coach
CFP, CWM®, CTEP™, CLC, MBA, LLB
Umesh Rathi, brings a wealth of knowledge and experience to personal finance. With LLB and MBA degrees, he boasts a solid educational foundation. What truly sets Umesh apart is being Central India’s first Certified Financial Planner (CFPCM), a pinnacle of personal finance excellence.
Umesh doesn’t stop there. His impressive list of certifications includes Chartered Trust and Estate Planner (CTEPCM), Chartered Wealth Manager (CWMCM), Certified Life Coach (CLC), and Certified Wealth Coach (CWC), demonstrating his commitment to staying at the forefront of financial expertise.
With over two decades of experience, Umesh is a trusted advisor to countless individuals and families. He shares his wisdom by contributing articles to leading publications and conducting interactive financial planning workshops. His holistic approach has transformed the financial futures of many doctors, IT professionals and Business owners with tailored financial plans.
Umesh embodies our team’s values of expertise, dedication, and a genuine commitment to improving clients’ financial well-being. His experience and success make him a cornerstone of our team, leading the way in delivering exceptional financial guidance.
Vibhuti Rathi
Administrative and Operational Head
QPFP, MCM, MSc, CDAC
Vibhuti Rathi, a seasoned professional with over two decades of experience in the education sector. Armed with a Master’s in Computer Management (MCM), MSc in Information Technology and CDAC courses , Vibhuti is a versatile expert in the world of technology, showcasing her proficiency in various computer software and programming languages.
Vibhuti’s remarkable journey doesn’t conclude here. Her adaptability shines through as she has ventured into the world of personal finance. Today, she stands as a qualified personal finance professional, bringing a wealth of expertise and knowledge to the table.
In her role as the Head of Administration and Operations at Rathi Wealth, Vibhuti plays a pivotal role in fortifying our company’s core and backend operations. Her meticulous approach ensures a seamless and efficient workflow, creating a strong foundation that benefits our valued clients.
Her multifaceted background, encompassing education, technology, and finance, makes her an invaluable asset to our team at Rathi Wealth. With Vibhuti at the helm, we continue to uphold our commitment to excellence in providing comprehensive financial solutions to our clients
Raghav Rathi
Marketing and Business Development Head
Raghav Rathi, a dynamic and visionary professional with a strong background in marketing and finance. With boundless energy and a thirst for knowledge, Raghav consistently expands his expertise through various certifications and courses.
As the Marketing and business development Head at Rathi Wealth, Raghav is on a mission to elevate the company’s profile and reach newer heights of brand recognition . His innovative strategies and unwavering commitment drive Rathi Wealth’s online presence, ensuring that our financial services and products reach a broader audience.
Raghav embodies the spirit of our organization’s future leadership, combining youth, vision, and a relentless pursuit of excellence. His dedication to our mission makes him an integral part of our journey towards financial empowerment and success. We are thrilled to have Raghav shaping the future of Rathi Wealth.
Client Testimonials
Know what our happy clients have to say about us
Client 1
Years Of Association
Client 2
Years Of Association
Client 3
Years Of Association
Lets Transform Your Financial Aspirations Into A Vibrant And Prosperous Reality.
Join us in your journey towards financial success, and let us guide you to a brighter and more secure tomorrow.
Default title
Default description